Week In Review

Tech Backs Off; But The Broader Market Sparks

Tech floundered when some growth did not hit expectations. Outside of the Tech sector, it appears we’re seeing growth broadening – which may lead to a stronger economy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

As 2025 comes to a close, we want to extend our gratitude for the opportunity to connect with you this year. The new year brings fresh opportunities, and we’re excited about the possibility of supporting your goals in 2026!

Top Hits Of 2025

As we reflect back on the many topics discussed by the Annex Team in 2025, these were some of your favorites:

What The Social Security Fairness Act Means For You | January

The Social Security Fairness Act has been signed into law. The measure boosts Social Security payments for current and former public employees, affecting nearly 3 million people. Director of Financial Planning Eric Strom has details.

Asset Rich, Cash Poor: Unlocking Wealth | March

Annex Wealth Management’s Brian Lamborne, JD, LLM discusses the upsides and downsides of being asset rich and how to unlock cash from your assets without losing ownership when the time comes.

Think Twice Before Selling Assets In Retirement | November

Retirement is a catalyst for many important financial decisions – many of which require immediate action upon retirement. On the other hand, it may benefit you to wait and take your time when it comes to selling assets in retirement. Tom Berkholtz is here to discuss.

Distribution Planning In Retirement | December

Tax laws are changing. How can you plan to pay less taxes in retirement? Arabella Parins, CFP® is here to discuss Social Security claiming strategies, Roth conversions, contribution planning, Health Savings Accounts, and charitable giving (QCDs).

Roth Conversions: What You Need To Know | January

Annex Wealth Management’s Financial Planning Specialist, Jenny Jesse, CFP®, EA covers what you need to know when it comes to Roth Conversions – what they are, the potential benefits, and different types. Roth conversions can be complex. They cannot be undone so it’s important to consider all factors – and work with a trusted advisor.

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